New PI:

I have a new PI, what do I do?

To select a person as a PI, they must have a Researcher Profile (created by the RA or the PI themselves) and the PI role in the eSRA system (provide by a System Administrator).

First create the Researcher Profile and try to select the individual as a PI on the proposal. Most established scientists already have the PI role in the system and only need to have the Researcher Profile created.

If you are still not able to select the person as a PI, send a request to the eSRA Help Desk requesting the PI role for that person. If they have a common name, please also include their employee ID #

Researcher Profiles:

Who
needs a Researcher Profile?

Only LBNL employees/staff/guests have Researcher
Profiles.

All LBNL PIs must have a Researcher Profile.

Additionally, any LBNL person that will have a person
profile on the SF424 Application must have a Research Profile, including
Multiple PIs, Key Persons, and Other Significant Contributors.

Click here
for instructions on how to create a Researcher Profile.

I can't locate a profile, but I know it exists.

Do not search using the employee's ID. The ID field in
Researcher Profile is the ID # of the profile, not the person.

Make sure your search is as broad as possible by searching on
the “Name” field.Use the percent sign
(%) as a wild card at the beginning and the end and type only part of the last
name to locate the person.

I
get an error message. I can't create a Researcher
Profile.

Confirm the person doesn't already have a profile.

Make sure you have used the "Create Researcher
Profile" button and you aren't looking on the Active Researcher Profile
list.

There several reasons a person might not be available to select:

they don't have an LDAP

they don't have LBNL email address

their status in HRIS is other than "active" or
"on leave"

the flag in eSRA "No Longer Lab Employee" is set
which happens when a person retires or sometimes when a person converts from Postdoc
to Staff Scientist. It must be manually re-set by an eSRA Site
Administrator.

If they are a new employee, confirm all the new employee
steps were taken as of the previous day. There is a nightly update from HRIS -
so it might just be an issue of waiting for the update.

If you still cannot find the person on the list to create a
new Researcher Profile, submit a help request and ask for confirmation that the
person is in the eSRA system.

My PI does not have any of the degree types listed

Submit a help request and specify the degree type that you
need added to the list. Remember this is a degree type and not a specific
degree; so we will not be listing all of the various specific bachelor’s degrees
that could be conferred.

Help Desk staff will need to add the new degree to the list.When the help ticket is closed you will be
notified so you can update the researcher profile with the value you need.

Scientists

Scientist
- Can't find on drop-down list

I can't find a Scientist on the key person selection
list.

The most common cause of a scientist not being included on
the key person selection list is because the scientist does not yet have a
Researcher Profile. Follow the instructions in the eSRA Training Guides to
create a Researcher Profile. After the Profile is created, you should be able
to select the scientist as a key person.

The PI already has proposals/awards, but I can't select him or her as a PI in question 1.e

During the data conversion of proposals and awards from RAPID to eSRA in October 2014, the PI names were automatically converted into those proposals and awards. This means they will already have the PI role assigned to them; but to select a PI, they must also have a Researcher Profile. As soon as you set up the researcher profile you should be able to select them as a PI.